Abound Wealth Management’s Helmerich & Payne HP Stock Holding History

Abound Wealth Management’s Portfolio HP Stock Details HP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$197	Hold	6	–	–	﹤0.01%	1114
2026 Q1	$217	Hold	6	–	–	﹤0.01%	1215
2025 Q4	$173	Buy	+6	New	+$159	﹤0.01%	1236
2025 Q3	–	Sell	-6	Closed	-$91	–	1379
2025 Q2	$91	Hold	6	–	–	﹤0.01%	1268
2025 Q1	$157	Sell	6 -1	-14%	-$29	﹤0.01%	1077
2024 Q4	$225	Hold	7	–	–	﹤0.01%	1010
2024 Q3	$213	Sell	7 -2	-22%	-$69	﹤0.01%	1123
2024 Q2	$326	Hold	9	–	–	﹤0.01%	956
2024 Q1	$379	Hold	9	–	–	﹤0.01%	1020
2023 Q4	$326	Hold	9	–	–	﹤0.01%	1122
2023 Q3	$380	Hold	9	–	–	﹤0.01%	906
2023 Q2	$320	Buy	+9	New	+$307	﹤0.01%	1017

Other funds holding HP

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return

Olistico Wealth Tulsa, Oklahoma $234M AUM 31.19% 1-Year Est. Return

Grant Private Wealth Management Pleasanton, California $237M AUM 36.07% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Kentucky Trust Company Danville, Kentucky $208M AUM 32.13% 1-Year Est. Return